Apothecary Products, LLC 401(K) Plan — Form 5500 plan (Apothecary Products, LLC.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Apothecary Products, LLC 401(K) Plan is a benefit plan reported by Apothecary Products, LLC. under EIN 46-4805538 and plan number 002. The latest loaded filing year is 2023. The filing reports 258 participants and $14,459,415 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Apothecary Products, LLC.
EIN
46-4805538
Plan number
002
Plan type
2
Location
Burnsville, MN
Latest filing year
2023
Participants
258
End-of-year plan assets
$14,459,415

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023258H, C20241015105454NAL0029318497001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,459,415
Total liabilities (EOY)
$0
Net assets (EOY)
$14,459,415
Net assets (BOY)
$11,693,850

Income & contributions

Employer contributions
$321,693
Participant contributions
$935,943
Total contributions
$1,452,675
Total income / additions
$3,645,881

Expenses & distributions

Benefits paid
$825,946
Administrative expenses
$54,370
Total expenses
$880,316
Net increase / (decrease)
$2,765,565

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mma SecuritiesADVISOR$27,408not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$26,962not reported in the loaded dataset2023

Related Form 5500 pages